New Age Alpha Advisors’s AES AES Stock Holding History

New Age Alpha Advisors’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,373	Closed	-$162K	–	812
2025 Q2	$162K	Buy	+15,373	New	+$165K	0.01%	665

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

New Age Alpha Advisors's AES Position: Q3 2025 in Review

New Age Alpha Advisors sold out of AES (AES) in Q3 2025, closing a stake of 15,373 shares — an estimated $162K sold.

New Age Alpha Advisors first reported a position in AES in Q2 2025 and held it in 1 quarter. The position peaked at $162K in Q2 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

New Age Alpha Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
New Age Alpha Advisors sold 15,373 AES shares in Q3 2025, an estimated $162K.
New Age Alpha Advisors first reported a position in AES in Q2 2025 and held it in 1 quarter.
New Age Alpha Advisors's AES position peaked at $162K in Q2 2025.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.